Software for Independent Financial Planners

In a  recent blog entry Tom Peters addressed the  question, "Can a small financial services firm compete in a world of Citigroups and Bank of Americas?" Peters put together a list of 16 ‘Must Dos’, Two of the ‘Must Dos’  especially caught my eye:

  • " Sophisticated use of information technology.* (Small-"ish" is no excuse for "small aims"/execution in IS/IT!" 
  • "Web-power!* (The Web can make very small very big … if the product-service is super-cool and one purposefully masters buzz/viral marketing.)"

They caught my attention because the software for independent financial planners that we are piloting right now will help small financial planners compete with the big guys. If you are an independent financial planner who manages your customer’s assets and you are interested in helping us pilot test our software drop me an email marion_vermazen at intuit.com.

As I was writing this blog entry I discovered that  Tom Peters recently posted a blog entry about what he has learned in his first year of blogging. It resonated with me and it gave me a new perspective on a couple of things like the power of small posts and how blogging breaks can lead to better blogging. I really enjoy reading The Tom Peters blog. It is a group blog and the posts are almost always interesting and thought provoking.

Author: marionvermazen

I am a traveler, hiker, avid reader, Sun alumnus, computer geek, Spanish and French language student, knitter and genealogist. I am retired after working for almost 30 years in the Computer Industry. I live in Reno, Nevada with my husband Duke.

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